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Summary: Q: All we keep hearing about at my firm is “cybersecurity.” I get what I’m supposed to do: Don’t click on strange links in e-mails. Watch out for phishing attempts. Verify distribution requests with my clients verbally. Beyond that, isn’t it the firm’s responsibility to make sure its systems are buttoned up?
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Summary: When an advisor decides start to an independent RIA firm, it is time to think about technology. Technology isn't usually top-of-mind for breakaways, but there are a myriad of decisions to make far in advance of turning on the lights in the new firm. To help navigate this transition, here's a short primer on what to consider and when during the three phases of the breakaway lifecycle.
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Summary: [Podcast] With cyber-crime on the rise, the wealthy remain a prime target for hackers. K2 Intelligence's Jordan Arnold breaks down the key things to consider when trying to stay safe.
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Summary: Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
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Summary: Financial adviser Ross Levin recently received an email purporting to be from a client requesting a $50,000 wire transfer for a down payment on an investment property.
